Customer Onboarding Specialist – Patients

🕒 September 24

🏄 California, Nevada, +1 more states – Remote

🏄 California – Remote 🎰 Nevada – Remote 🧀 Wisconsin – Remote

💵 $55k - $60k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🚀 Onboarding Specialist

👻 Ghost score 0%

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PracticeTek

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 2020

🏥 Healthcare

☁️ SaaS

🤝 B2B

Healthcare • SaaS • B2B

PracticeTek is a U. S. -based software and services company that builds and invests in healthcare technology solutions for retail healthcare providers. It delivers SaaS products and services to improve patient experience, attract new patients, and simplify practice operations for clinics in specialties such as dental, orthodontics, optometry, chiropractic, physical therapy, dermatology, and medical spas. PracticeTek operates as a platform consolidator, acquiring and partnering with healthcare-focused software brands (16 brands, 700+ employees), offering shared services, benefits, and growth support to portfolio companies and independent practices.

📋 Description

• Manage customer onboarding projects from post-sale handoff through kickoff, configuration, training, launch, and transition to Customer Success • Establish project goals, milestones, responsibilities, timelines, dependencies, and success criteria • Maintain project documentation and hold customers and internal stakeholders accountable for next steps • Serve as the primary customer contact throughout onboarding • Lead customer meetings and provide proactive status updates • Translate customer needs into actionable implementation plans • Partner with Sales, Customer Success, Support, Product, Technical, Operations, and other teams • Address configurations, workflows, data requirements, integrations, dependencies, and implementation issues • Identify and resolve project risks • Ensure training and implementation activities are completed • Maintain accurate customer and system records • Contribute insights to improve onboarding processes, resources, and customer time to value

🎯 Requirements

• 4+ years of relevant customer-facing experience in software onboarding, implementation, customer support, customer success, project coordination/project management, account management, or a related role • Experience preferably within a SaaS or technology environment • Demonstrated ability to independently manage multiple customer projects, implementations, or complex customer engagements simultaneously • Accountability for timelines, deliverables, follow-through, and customer outcomes • Strong project-management, organization, and prioritization skills • Ability to establish plans, milestones, responsibilities, timelines, and accountability across multiple concurrent workstreams • Excellent written and verbal communication skills • Ability to lead customer meetings, manage expectations, communicate proactively, and work with technical and non-technical stakeholders • Strong problem-solving and technology proficiency • Experience using CRM, project-management, communication, and productivity tools • Ability to quickly learn new software, workflows, products, and industry concepts

🏖️ Benefits

• Comprehensive health, dental, and vision coverage options • Wellness benefits supporting lifestyle, behavioral health, and overall wellbeing • Flexible paid time off • Sick time • 10 company-paid holidays • 401(k) plan with company match • Culture Committee initiatives supporting connection, fun, and belonging • Additional compensation such as bonuses or equity, as applicable • Remote work flexibility; hybrid setup available in Las Vegas, Green Bay, and San Diego

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